Skip to main content
Your agents can already take actions through connectors and follow your processes through skills. What they cannot do out of the box is know what your company knows: your documents, your Slack threads, your past decisions, and where any of it lives. Brain is where that knowledge lives. You connect the tools your team already uses, Gumloop indexes them, and your agents can then search across all of it and answer from your real content, with citations, instead of guessing.
Brain is available on the Pro and Enterprise plans.

How Brain fits with tools and skills

Brain is the third piece of what makes an agent useful. Each answers a different question:
They work together. An agent might search Brain for your pricing policy, follow a skill to format a quote, then use a connector to email it.
The mental model for the rest of this page: indexing a source makes knowledge available; attaching it to an agent makes that knowledge usable by that agent.

Where you access Brain

Open Brain from the left sidebar, or jump straight to a page:

Personal Brain

Sources only you can see.

Organization Brain

Sources shared across your company.
The All, Mine, and Organization tabs filter by scope, and + Source adds one. To scope knowledge to a single agent, use its Knowledge Sources section.

How access works

Brain has two layers of access control:
  1. Source scope — who can see and search the source at all.
  2. Document access — for supported sources, whether individual documents are further gated by their own permissions in the original system.

Source scope

Every source has a scope that decides who can see and search it. You choose the scope when you add a source, and can change it later.

Personal

Only you can see and search it.

Team

Everyone on that team can see and search it.

Organization

Everyone in your organization can see and search it, or only the teams you choose. Often set up once by an admin for the whole company.
Your data stays yours. Indexed content is used only to answer your own team’s agents. The embedding provider Gumloop uses runs under a zero-data-retention policy, so your content is not retained by it or used to train third-party models, and Brain respects incognito chats.

Document access

By default, source scope is the only gate: anyone who can see a source can search everything indexed in it. For Google Drive and Salesforce sources, you can go further and have Brain honor each document’s own permissions in that system. You set this when adding a source (and can change it later on the source’s settings), under Document access:

Original source

Only people with access to a document in the original source can retrieve its content through Brain. Permissions are checked per document.

Gumloop access

Anyone with access to this source in Gumloop can retrieve any document indexed in it, regardless of the original system’s permissions.
Document access appears only for sources that support it — Google Drive, Salesforce, Gmail, and Linear today. Other source types always use Gumloop access.
When Original source is set, Gumloop snapshots each document’s permissions in the original system during sync and enforces them at search time, matched by the user’s email in that system. For Google Drive, a user only retrieves a document if they have access to the underlying Drive file, matched by the email on their connected Google account. Three kinds of Drive grants are honored: direct user access, organization/domain access (matching your verified email domain), and Google Group access — the last one needs the directory connection described below. Documents shared only through “anyone with the link” are treated as no access and won’t surface: Brain fails closed rather than over-share.
With Gumloop access, Brain does not check the source’s own per-document permissions. Anyone who can see the source can retrieve anything indexed in it — including files they could not open directly in the original system. Scope such sources to the audience you intend. See sharing and permissions.
Changing a source’s Document access setting queues a re-sync so permissions are re-snapshotted against the new mode.

Google Group sharing on Drive sources

Most Drive files in a company are shared with a Google Group rather than person by person. Drive reports the group’s address, not who belongs to it, so Brain needs a way to expand a group into its members. That is the job of the Google Workspace directory connection: one organization-level Google connection that reads your Workspace group memberships, read-only, so anyone in a group can retrieve the files shared with that group. An organization admin connects it once at Organization settings > General, under Google Workspace directory, using an account allowed to read your Workspace directory. It then applies to every Drive source in the organization.
Because group-only files stay hidden without it, new organization and team Drive sources set to Original source ask for the connection before they can be added — the dialog links an admin straight to it, and switching Document access to Gumloop access removes the requirement. Personal Brain sources and existing Drive sources are unaffected.
Brain fails closed on group membership it cannot read. Files shared only through a group stay hidden from that group’s members when the directory is not connected, when the group lives outside your organization’s directory, or when the connected Drive account can no longer read the file’s permissions. Disconnecting the directory stops group expansion, so group-shared files can drop out of results for those members.

Salesforce record permissions

Salesforce sources can also use Original source. During each sync, Brain snapshots who can read every record and enforces it at search time, matching users by the email on their Salesforce user record.
  • Record ownership, plus the owner’s role hierarchy where the object grants access upward
  • Sharing on the record: sharing rules, manual shares, and shares to public groups, queues, teams, and territories
  • Organization-wide defaults, for objects whose sharing model is public read
  • “View All” and “View All Data” granted through profiles and permission sets
  • Knowledge articles: data category visibility, so a user matches an article only when their profile can see every category on it
  • Field-level security: fields a user cannot read in Salesforce are kept out of what they can retrieve, so two people searching the same record can see different fields
Brain never widens access it cannot verify. A record’s content stays limited to View All Data users when:
  • Restriction rules are active on the object — their criteria are not mirrored
  • A record is flagged private, in which case non-owner shares are ignored (for private activities, only the assignee and View All Data)
  • The object’s sharing model cannot be read, or access is controlled by a parent record
  • A record has no owner, or a user who should match has no email on their Salesforce user record
Knowledge articles with data categories are skipped entirely if the connected Salesforce account cannot use the Metadata API, since per-user category visibility is only available there. Reconnect the source with an account that can use it to index those articles.
Salesforce permissions are re-snapshotted on each sync, so grants you change in Salesforce take effect in Brain after the next sync.

Syncing “Shared with me”

Drive’s Shared with me can be picked as a sync root, and Brain walks it recursively like any other folder. Google does not expose permission lists for that content, so Original source cannot be enforced on it: a Shared with me source has to use Gumloop access, and Gumloop blocks the other combination when you add it. Everyone who can see the source can then retrieve everything indexed from it, so choose the source’s scope accordingly.

Adding a source

A knowledge source is a connection to a place your knowledge already lives. Gumloop reads from it, indexes the content, and keeps it in sync.
Add a source dialog listing Notion, Google Drive, Slack, GitHub, Confluence, Zendesk, and File uploads.

Supported source types in the Add a source dialog.

Don’t see your app? You can also sync almost any other app in Gumloop’s connector library, no native source required. See Build your own sources.
Gmail and Linear are now native source types with their own setup, rather than build-your-own apps. See Gmail sources and Linear sources.
1

Open Add a source

On the Brain page (or an agent’s Knowledge Sources section), click + Source and pick a source type.
2

Name it and pick an account

Give the source a clear, descriptive name. This is how agents and your team will see it. Then choose the connected account Gumloop should use to read the content.
Google Drive source setup showing a Name field and an Account selector.

Naming a Google Drive source and choosing the account used to read it.

3

Choose exactly what to sync

Narrow the source to only what you want indexed: specific drives, folders, channels, spaces, repositories, or (for Salesforce) objects. Everything you include inherits the source’s scope, so pick with the audience in mind. For Google Drive you can also sync Shared with me.
Google Drive source setup showing a drive selector and a checklist of folders to sync.

Selecting which Google Drive folders to sync.

4

Set Document access (supported sources)

For sources that support it (Google Drive and Salesforce today), choose how retrieval permissions work: Original source to honor each document’s own permissions, or Gumloop access to let anyone with access to the source in Gumloop retrieve its content. See Document access below.
5

Choose organization access (organization sources)

When you add a source to Organization Brain, a final step controls who in your org gets it: everyone organization-wide, or only specific teams. Personal and team sources skip this step.
6

Add the source

Click Add source. Gumloop starts crawling and indexing.

What gets indexed

Brain reads the text in your content. What that means per source:
Brain does not run OCR on images, so text inside images or scanned pages is not indexed. Private Slack channels are not synced.

Salesforce sources

Salesforce is a native source that syncs CRM records and Knowledge articles, so agents can answer from accounts, opportunities, cases, custom objects, and your Knowledge base.
1

Pick the Salesforce account

Choose the connected Salesforce account Brain should read with. Everything Brain can index is limited to what that account can see, so use an account with the visibility you want indexed.
2

Choose which objects to sync

Salesforce is scoped by object, not by individual record. Under Objects you get a checklist of the objects available in your org — standard and custom — and every object starts selected. Uncheck the ones you don’t want, or select only the specific objects you do want.Objects Salesforce doesn’t expose for browsing and reporting, and internal plumbing tables (share, history, and feed objects), are not offered.
3

Set Document access

Pick Original source to mirror Salesforce record permissions per document, or Gumloop access to let anyone with the source retrieve anything indexed in it. See Salesforce record permissions.
How records are indexed
  • One document per record, grouped under its object, titled from the record’s name, title, subject, or case number
  • The record’s field values are indexed as text with their field labels, and rich text fields are flattened to plain text
  • Structural values with nothing to search — raw IDs, system timestamps, and compound fields — are left out of the text
  • Each record links back to the record in Salesforce, so search results are clickable
You must select at least one object. A Salesforce source that includes nothing would index nothing, so Gumloop won’t let you save it.

Gmail sources

Gmail is a native source that syncs email threads from a connected mailbox, so agents can answer from what your team actually said over email.
1

Pick the mailbox

Choose the connected Gmail account Brain should read. Everything indexed is limited to what that mailbox can see.
2

Choose which labels to sync

Gmail is scoped by label, not by individual thread — a label is the whole unit of choice. Pick the labels whose mail you want searchable, or sync everything.Spam, Trash, Drafts, and Chats are never offered and never indexed.
3

Set Document access

With Original source, only the mailbox owner can retrieve that mail through Brain, which is usually what you want for a personal mailbox. With Gumloop access, anyone who can see the source can retrieve anything indexed in it — scope the source accordingly. See Document access.
Each thread is indexed as one document, and syncs are incremental: after the first crawl, Brain picks up only what changed in the mailbox since the last successful sync.
A mailbox is personal by nature. Adding a Gmail source to Team or Organization Brain with Gumloop access makes that mail searchable by everyone who can see the source. Use Original source, or keep the source in Personal Brain, unless sharing the mailbox is the point (a shared support inbox, say).

Linear sources

Linear is a native source that syncs issues, documents, and projects, so agents can answer from your roadmap, specs, and open work.
1

Pick the Linear account

Choose the connected Linear account Brain should read with. What it can index is limited to what that account can see in the workspace.
2

Choose which teams to sync

Linear is scoped by team. Issues, documents, and projects aren’t picked individually — you choose the teams whose content should be searchable, and everything in them is included.
3

Set Document access

With Original source, Brain mirrors Linear’s own team privacy: content from a private team is retrievable only by that team’s members, while content from a public team is open to the workspace. With Gumloop access, anyone who can see the source can retrieve anything indexed in it. See Document access.
Linear sources can be added to Team and Organization Brain, not Personal Brain. Permissions are re-snapshotted on each sync, so a team you make private in Linear tightens in Brain after the next sync.

Build your own sources

The source types above are purpose-built and give the best experience. For anything else, you can sync almost any app in Gumloop’s connector library, the same 100+ integrations your agents already use, even when there’s no native source for it (Intercom, HubSpot, Jira, Asana, and more). Instead of a fixed form, a short AI setup chat inspects the app for you, proposes what’s worth syncing, and turns it into the same picker-and-toggle experience as a native source. Nothing is added until you approve the plan.
The screenshots below use Gmail as the example. Gmail is now a native source with its own setup, so it no longer appears under Build your own — the flow shown is the same for the apps that do.
1

Pick the app

In Add a source, search for the app. Apps without a native source appear under Build your own.
Add a source dialog with 'Gmail' typed in the search box and a Gmail result listed under a 'Build your own' heading.

Apps without a native source appear under 'Build your own' in the Add a source dialog.

2

Connect an account and (optionally) say what you want

Choose the account Brain should read from, then optionally describe what to sync (for example, “our support emails”). Leave it empty and the setup chat suggests a sensible default.
3

Approve the proposed plan

An assistant explores the app, works out how its content is organized, and proposes what to sync. Review its summary and choose Looks good or Request changes.
Setup chat for a Gmail source showing the assistant's plan and a 'Ready to sync' card with 'Looks good' and 'Request changes' options.

The setup chat proposes what to sync and asks you to approve or request changes.

4

Choose exactly what to sync

On the selection screen, narrow the source to only what you want indexed, using the app’s own concepts (labels, folders, channels, projects). Then click Add source.
Selection screen for a Gmail source with a 'Sync by Labels' dropdown, 'Sync everything' vs 'Select what to sync' options, and a checklist of labels such as INBOX, SENT, and IMPORTANT.

The selection screen, built from the approved plan. Sync everything or hand-pick what to include.

From there it behaves like any other source: it shows Preparing briefly, flips to Active, and appears in the sources list, knowledge graph, and agent citations. It stays in sync automatically, and you can re-sync, pause, edit, or delete it like any source.

The setup chat

The chat does the discovery so you don’t have to:
  • It inspects the app to learn how content is organized and which parts are worth making searchable.
  • It proposes a plan as a plain-language summary of what you’ll get, not a list of settings.
  • It may ask a question when a choice is genuinely yours (which workspace, which username), always with options to pick from.
  • You approve or request changes. Looks good moves you to the selection screen; Request changes tells it what to adjust, and it reworks the plan.
The setup chat is read-only. It only reads from the connected account to plan and sync the source, and never creates, edits, or deletes anything in your app.
Give it a hint on the connect step for a more tailored plan, e.g. “just our #announcements channel” or “deals closed this year”. Anything specific you mention is carried onto the selection screen so you don’t re-enter it.

Choosing what to sync

The selection screen is built from the approved plan, so the exact controls depend on the app. You’ll typically see: Everything you include inherits the source’s scope, so pick with your audience in mind. The account works like any source: on Team Brain you can pick a team or personal account; on Personal and Organization Brain you pick a personal account.

What you can’t add this way

  • Apps with a native source (Notion, Google Drive, Gmail, Slack, GitHub, Confluence, Zendesk, Gong, Linear, Salesforce) use their dedicated setup instead and don’t appear here.
  • Action-only and scraping platforms (web-scraping, enrichment tools) have no content library to sync, so they’re hidden.
  • Raw database and warehouse apps aren’t offered, because syncing them safely would need write-capable access that Brain never uses.
  • Empty accounts or missing permissions — the setup chat tells you rather than creating an empty source, so you can switch accounts. If setup can’t finish (including running out of credits) the source shows Setup failed with a short reason; fix the cause and set it up again.

What happens after you add a source

Once a source is added, Gumloop takes over. You do not manage any of this:
1

Crawl and index

Gumloop reads the source, detects what is new or changed, and indexes the content for both semantic (meaning-based) and keyword search. The source moves to Active and its items show as Indexed.
2

Stay in sync

External sources re-sync automatically (by default about hourly for connectors like Google Drive), so answers reflect the latest version. If a document is deleted or moved out of a source’s scope upstream, the next successful sync removes it from Brain too. File uploads do not auto-sync because there is no remote system to poll.
How long until it is searchable? Indexing time depends on the source’s size, from a minute or two for a small source to longer for large ones. The Status column shows progress and flips to Active once items are indexed and ready to search.
If your admins have already set up Organization sources, they appear under the Organization tab and are ready to search right away. You do not need to add anything yourself to start benefiting from Brain.

Managing your sources

The sources list

On the Brain page, each source shows an at-a-glance summary: The Overview panel summarizes total sources and recent activity across everything you can see.

A source’s detail page

Click any source to open it. You get:
  • The list of items it contains, each with its status and last-updated time.
  • An Overview panel: status, document count, activity, last sync, and who added it.
  • Search this source to preview what is indexed, and Edit to change what it syncs.
Confluence source detail page listing indexed items with Access, Status, and Updated columns, and an Overview panel showing Status, Documents, Activity, Last synced, and Added by.

A source detail page: indexed items on the left, an Overview panel and knowledge graph on the right.

Source actions

Open the menu on any source for its management actions:
Source context menu with Re-sync, Pause, Share, Rename, and Delete options.

The per-source actions menu.

Force an immediate sync to pull the latest content without waiting for the next scheduled run.
Stop syncing and stop any running indexing work. Already-indexed content stays searchable. Resume any time.
Change who can see and search the source. For organization sources this controls whether it’s available org-wide or only to specific teams; you can also change a source’s Document access from its settings.
Change the display name your team and agents see. Renaming does not re-index anything.
Remove the source and all of its indexed chunks from Brain. This cannot be undone.

Statuses

The knowledge graph

Every Brain view includes a knowledge graph: an interactive 3D map of everything you have indexed. Each point is a piece of your knowledge, clustered by source and colored so you can see how your Slack, Drive, Confluence, and other content group and connect. Click View knowledge graph or Expand to open it full screen and drag to explore.
A 3D knowledge graph showing thousands of points clustered around Slack, Google Drive, Confluence, and file-upload source icons.

The expanded knowledge graph. Each cluster is a source; each point is indexed content.

Giving an agent knowledge

Adding a source to Brain makes it available. To let a specific agent use it, attach it in that agent’s configuration.
An agent configuration panel titled Knowledge Sources with the prompt 'Give your agent knowledge: Attach Company Brain sources so this agent can search them, down to the exact files or folders within.'

The Knowledge Sources section in an agent's configuration.

1

Open Knowledge Sources

In the agent’s configuration, find the Knowledge Sources section and click + Source.
2

Attach sources

Pick from your Personal, Team, and Organization sources, or Upload files to add knowledge straight to this agent. You can drill into a source to attach only the exact files or folders that are relevant, so the agent searches a focused set.
Add knowledge source dialog with an Upload files option and sources grouped under Personal, Team, and Organization.

Attaching Brain sources to an agent, grouped by scope.

Once a source is attached, the agent gets two built-in tools automatically:
  • Search Company Brain runs a hybrid search across the attached sources and returns the most relevant snippets. In chat this shows as Searching Company Brain.
  • Read document fetches the full text of a specific document when a snippet is not enough. In chat this shows as Reading document.
The agent decides when to search. When you ask about internal knowledge, it searches Brain, cites what it found, and can open a full document for more context.

Prompting an agent to use Brain

Once knowledge is attached, you use the agent normally. It reaches for Brain when a question is about your internal content, often running several searches at once and citing the sources it used.
An HR-Bot chat answering a password policy question by searching the Gumloop Policies source across three queries and returning a cited answer.

An agent answering from Brain: it runs multiple searches, then cites the source it used.

Prompts that work well:
  • “According to our internal docs, what is our refund window?”
  • “Find the launch retro notes and summarize the top three action items.”
  • “What did we decide about pricing in the Slack thread last quarter?”
  • “Search our knowledge base for the onboarding checklist and turn it into an email.”
Nudge the agent toward Brain when you want a grounded answer: phrases like “according to our docs,” “search our knowledge base,” or “what do we know about” make it clear you want a cited answer from your content, not a general one.

Your agents’ artifacts

Beyond the sources you connect, Gumloop can index the artifacts your agents produce, the files they generate for you in chat, so agents can search and reuse past work instead of starting from scratch.
  • Artifacts are indexed at the Personal (your artifacts) or Team (a project’s artifacts) level.
  • Only the newest version of each artifact is indexed, and it updates in place when a new version is produced.
  • Agents find them with the same Search Company Brain and Read document tools, so “pull up the deck we made last week” works like any other knowledge lookup.

Searching Brain programmatically

Brain search isn’t limited to agent chats. The same hybrid search is available anywhere you build, scoped to the sources the authenticated user can access:

REST API

POST /brain/search — search from any language over HTTP.

Python SDK

client.brain.search("...") returns ranked results.

CLI

gumloop brain search "..." from your shell.

MCP server

The search_brain tool, callable from any MCP client.
Each of these accepts a query, an optional result limit (1–50), and an optional source_type filter, and returns ranked snippets with their title, source, URL, relevance score, and owner metadata.

Credits

Brain usage consumes Gumloop credits:
  • Indexing is charged as content is processed, so most of the cost lands when you first add a source and when its content changes.
  • Searching is charged per query, and an agent’s Brain searches are billed inside that agent’s run.
Bigger sources and heavier search usage cost more. See Credits for how credits work across the platform.

FAQ

Brain is knowledge your agents can search (documents, messages, files). Skills are instructions that teach an agent how to do a task your way. Use Brain for “what do we know about X,” and skills for “here’s our process for doing X.”
Usually yes. Beyond the native source types, you can build your own source from almost any app in Gumloop’s connector library. An AI setup chat inspects the app, proposes what to sync, and you approve it, no technical configuration needed. Apps that already have a native source, and action-only or raw-database apps, are the exceptions.
No. Both the setup chat and ongoing sync are strictly read-only. They only read content to index it and never create, edit, or delete anything in the connected app.
A connector lets an agent take live actions and fetch specific items on demand. Brain pre-indexes your content so the agent can do fast, semantic search across everything at once, with citations, instead of navigating a tool call by call.
It depends on the source’s size, from a minute or two for a small source to longer for large ones. The source shows Active and its items show Indexed once they are ready.
Yes. When a document is deleted or moved out of a source’s scope upstream, the next successful sync removes it from Brain. To remove an entire source, use Delete.
No. Your indexed content is used only to answer your own team’s agents, and the embedding provider Gumloop uses runs under a zero-data-retention policy, so your content is not retained by it or used to train third-party models.
It depends on the source’s scope. Personal sources are visible only to you, Team sources to that team, and Organization sources to everyone in your org (or only the teams you pick). Anyone who can see a source can search everything indexed in it, unless you set the source’s Document access to Original source (Google Drive, Salesforce, Gmail, and Linear), which additionally honors each document’s own permissions.
Yes. When you add a Google Drive source, set Document access to Original source. Brain then snapshots each file’s Drive permissions on every sync and only lets a user retrieve a document if they have access to it in Drive. Google Group sharing is honored too, once an admin connects the Google Workspace directory; files shared only via “anyone with the link” stay private in Brain.
Common document formats such as PDFs, Office files (.docx, .pptx, .xlsx), rich text, Markdown, JSON, XML, YAML, and plain text, up to about 400 MB per file. Unsupported types are rejected, and Brain does not read text inside images.
Yes. Gumloop can index your agents’ artifacts at the Personal or Team level, so an agent can search and reuse past outputs. Only the newest version of each artifact is indexed.
Yes. Each source has a Search this source box, and the Brain page has a global search so you can find and preview content directly.
Brain is available on the Pro and Enterprise plans.

Next steps

Agents Overview

Build and configure agents that use your knowledge.

Agent Skills

Teach agents how to do tasks your way, on top of what they know.